Mutual Fund Portfolios April 2015

Here are our favorite Mutual Funds Investment Portfolios for April 2015.

Fund Name  Allocation% ReturnAllocation
No Load Mutual Fund PortfolioTickerClass1/1/20153 Mo1 Yr4/1/2015
Money Market FundMM2%0.00.12%
Baird Short-Term BondBSBSXSTB4%0.71.44%
American Century Short Dur Infl Prot BondAPOIXIPB4%0.7(1.1)4%
Metropolitan West Total Return BondMWTRXITB4%1.35.44%
Wells Fargo Short Term High Yield BondSTHBXHYB4%1.91.74%
SEIX Floating Rate High Income **SAMBXFRB4%2.42.24%
Dreyfus International BondDIBAXGB6%(0.1)0.76%
Payden Emerging Markets Bond AdviserPYEWXEB4%1.93.94%
Metropolitan West Unconstrained BondMWCRXUB4%0.62.54%
BlackRock Global Long/Short CreditBGCAXL/S B4%1.61.24%
Parnassus Core Equity InvestorPRBLXLCC3%(0.8)12.73%
RidgeWorth Large Cap Value EquitySTVTXLCV3%(1.9)7.33%
Scout Mid CapUMBMXMCC3%6.06.93%
Congress Mid Cap Growth RetailCMIDXMCG3%4.314.43%
Hodges Small CapHDPSXSCG3%4.68.83%
Aston/Silvercrest Small CapASCTXSCV3%4.38.23%
Westcore Micro Cap OpportunityWTMIXMIC2%1.53.92%
FMI InternationalFMIJXIntl4%7.910.94%
Wasatch International OpportunitiesWAIOXISC4%5.25.54%
Harding Loevner Emerging MarketsHLEMXEE2%1.4(1.0)2%
Driehaus Emerging Markets Small CapDRESXEE2%4.23.32%
Harding Loevner Frontier Emerg MktsHLMOXEE2%(3.0)(4.6)2%
AMG Managers Real Estate SecuritiesMRESXRE4%6.710.84%
Third Avenue Real Estate Value InvestorTVRVXRE2%3.010.02%
Invesco Balanced-Risk Allocation**ABRZXHdg4%3.37.54%
Merger FundMERFXHdg4%1.42.34%
Diamond Hill Long-Short **DIAMXL/S E4%(0.2)5.24%
Hancock Horizon Quant Long/Short **HHQAXL/S E4%2.49.74%
AQR Managed Futures StrategyAQMNXMF4%8.526.44%
Portfolio Return / Value100%2.55.8100%
Fidelity Investments PortfolioTickerClass1/1/20153 Mo1 Yr4/1/2015
Cash ReservesFDRXXMM2%0.00.12%
Limited Term BondFJRLXSTB6%1.12.36%
Intermediate GovernmentFSTGXIGB6%1.23.16%
Strategic Real ReturnFSRRXIPB6%0.1(2.9)6%
Total BondFTBFXITB6%1.95.36%
High IncomeSPHIXHYB6%2.31.46%
Floating Rate High IncomeFFRHXFRB6%2.01.56%
New Markets IncomeFNMIXEMB6%0.81.46%
Mega Cap StockFTQGXLCG12%4.87.812%
Low Priced StockFLPSXMCC10%1.87.410%
Small Cap Discovery*FSCRXSCC8%1.98.58%
International GrowthFIGFXIntl8%6.54.48%
International Small CapFISMXISC6%5.5(0.2)6%
Real Estate IncomeFRIFXRE8%2.69.68%
Real Estate InvestmentFRESXRE4%4.524.24%
Portfolio Return / Value100%2.75.1100%
Easy Mutual Fund PortfolioTickerClass1/1/20153 Mo1 Yr4/1/2015
Money Market FundMM2%0.90.12%
Baird Short-Term BondBSBSXSTB10%0.71.410%
American Century Short Dur Infl Prot BondAPOIXIPB6%0.7(1.1)6%
Metropolitan West Total Return BondMWTRXITB12%1.35.412%
Dreyfus International BondDIBAXGB10%(0.1)0.710%
Parnassus Core Equity InvestorPRBLXLC12%(0.8)12.712%
Congress Mid Cap Growth RetailCMIDXMC12%4.314.412%
Aston/Silvercrest Small CapASCTXSC10%4.38.210%
FMI InternationalFMIJXIntl12%7.910.912%
Harding Loevner Emerging MarketsHLEMXEE6%1.4(1.0)6%
AMG Managers Real Estate SecuritiesMRESXRE8%6.710.88%
Portfolio Return / Value100%2.77.0100%
Fidelity NTF Mutual Fund PortfolioTickerClass1/1/20153 Mo1 Yr4/1/2015
Money Market Fund (Cash Reserves)FDRXXMM2%0.04,7962%
Baird Short-Term BondBSBSXSTB4%0.79,6624%
Fidelity Intermediate Government IncFSTGXIGB4%1.29,7114%
Fidelity Strategic Real ReturnFSRRXIPB4%0.19,6034%
Metropolitan West Total Return BondMWTRXITB4%1.314,5816%
Fidelity High IncomeSPHIXHYB4%2.39,8094%
Eaton Vance Floating RateEVBLXFRB4%1.89,7644%
Dreyfus International BondDIBAXGB6%(0.1)9,5864%
Fidelity New Markets IncomeFNMIXEB4%0.89,6644%
BlackRock Global Long/Short CreditBGCAXL/S B4%1.69,7494%
Parnassus Core Equity InvestorPRBLXLCC2%(0.8)4,7592%
Fidelity Focused StockFTQGXLCG2%4.85,0262%
RidgeWorth Large Cap Value EquitySTVTXLCV2%(1.9)4,7052%
Scout Mid CapUMBMXMCC2%6.05,0822%
Baird MidCap InvBMDSXMCG2%4.35,0042%
Fidelity Low-Priced StockFLPSXMCV2%1.84,8812%
Fidelity Small Cap Discovery *FSCRXSCC2%1.94,8892%
Rice Hall James Small CapRHJMXSCG2%6.55,1062%
Aston/Silvercrest Small CapASCTXSCV2%4.35,0032%
Westcore Micro Cap OpportunityWTMIXMIC2%1.54,8682%
Fidelity International GrowthFIGFXIntl6%6.515,3206%
Wasatch International OpportunitiesWAIOXIntl4%5.210,0934%
Harding Loevner Emerging MarketsHLEMXEE2%1.44,8642%
Driehaus Emerging Markets Small CapDRESXEE4.24,9992%
Harding Loevner Frontier Emerg MktsHLMOXEE2%(3.0)4,6502%
Fidelity Real Estate IncomeFRIFXRE3%2.69,8404%
Third Avenue Real Estate Value InvestorTVRVXRE3%3.09,8774%
Merger FundMERFXHdg4%1.49,7274%
Wasatch Long/ShortFMLSXL/S E12%(1.7)14,1466%
AQR Managed Futures StrategyAQMNXMF4%8.515,6176%
Portfolio Return / Value100%1.9245,382100%
* Funds Closed to New Investors. If you do not already own this fund, you may choose another fund in the same category for your portfolio.
** Loaded funds that are available from some brokers, usually Schwab and sometimes Fidelity, without a load fee.

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